SBI BSE Sensex Index Fund vs SBI Flexicap Fund

Portfolio Overlap Analysis · SBI vs SBI

42.1%
High Overlap
16 common stocks · Rank #2228 of 28,292 pairs
Fund A
SBI BSE Sensex Index Fund
SBI · Equity - Other
Fund B
SBI Flexicap Fund
SBI · Flexi Cap

Common Holdings (10)

StockWt% in SBI BSE Sensex IndexWt% in SBI FlexicapOverlap
ICICI Bank Ltd.
Banks
5.89%10.26%5.89%
HDFC Bank Ltd.
Banks
5.70%14.06%5.70%
Larsen & Toubro Ltd.
Construction
4.77%5.21%4.77%
Axis Bank Ltd.
Banks
5.65%4.11%4.11%
Kotak Mahindra Bank Ltd.
Banks
3.57%3.18%3.18%
Reliance Industries Ltd.
Petroleum Products
2.93%9.82%2.93%
Bharti Airtel Ltd.
Telecom - Services
2.69%5.47%2.69%
Infosys Ltd.
IT - Software
2.23%4.83%2.23%
Maruti Suzuki India Ltd.
Automobiles
2.05%2.04%2.04%
Tata Steel Ltd.
Ferrous Metals
3.32%1.82%1.82%

Unique to SBI BSE Sensex Index

  • State Bank of India5.20%
  • Mahindra & Mahindra Ltd.3.17%

Unique to SBI Flexicap

  • Eicher Motors Ltd.3.36%

Sector Overlap Breakdown

Banks
18.9% (4)
Construction
4.8% (1)
Automobiles
3.6% (2)
Petroleum Products
2.9% (1)
Telecom - Services
2.7% (1)
IT - Software
2.2% (1)
Ferrous Metals
1.8% (1)
Power
1.8% (1)
Finance
1.6% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Consumer Durables
0.5% (1)
Retailing
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.